The Branch Entity Overview screen provides a consolidated view of all branch accounts created within the system. It helps user monitor branch details, and contact information in a structured tabular format.
Understanding Screen Field
- Company:
- The company name is displayed under which the branch is created.
- Branch:
- Display the name of the branch.
- State:
- Indicates the branch’s registered location or operational state
- City:
- Indicates the branch’s registered city.
- Street:
- Represents street or area details
- Contact person:
- The main point of contact for the branch; useful for direct communication and support
- Telephone number:
- Displays the branch’s helpline or registered contact number for technical or operational queries.
- Mobile No:
- Shows the branch’s mobile number for official communication
- Branch Code:
- Displays the branch code.
- Filter Option
- Allows filtering user groups based on Country and State
- Sorting option
- A pop-up window appears (as shown in the image) where you can define the sorting criteria.
- Sort by (Dropdown):
- Allows you to select the parameter on which sorting will be applied.
- The available sorting fields are:
- Group Name:
- Sorts user groups alphabetically by their name.
- User Structure
- Sorts based on the type of user structure (e.g., Company Admin, Reseller, Normal User).
- Project Name
- Sorts user groups based on the project name.
- User Structure
- Sorts user groups alphabetically by their name.
- Asc / Des:
- Asc
- Displays data in ascending order (A–Z or 0–9).
- Des
- Displays data in descending order (Z–A or 9–0).
- Asc
- Apply Button:
- Once sorting preferences are set, click on Apply to rearrange the user group list accordingly.
- Group Name:
- Sort by (Dropdown):
